Able Wealth Management LLC SPMO Holdings History
Able Wealth Management LLC's Invesco S&P 500 Momentum ETF Holding Summary
As of 2025-03-31, Able Wealth Management LLC held 68,370.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $6.33 Mil. This investment constitutes 3.73% of their stock portfolio, and Able Wealth Management LLC now holds 0.12% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.
The initial trade took place in 2024Q1. And since then Able Wealth Management LLC has made 5 purchases of SPMO, at an average price of $87.05, for a total of 68,370.00 shares. Based on historical transaction data and SPMO's current price of $114.34, Able Wealth Management LLC's estimated gain on his SPMO holdings is $1.87 Mil, reflecting a 31.35% gain to date.
Able Wealth Management LLC SPMO ($114.34) Holding Chart
Able Wealth Management LLC SPMO ($114.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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